Private Client Banker: Wealth & Relationship Advisor

Aumni; Gurnee (IL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Retirement savings plan

Tuition reimbursement

Job summary

JPMorgan Chase & Co. in Illinois seeks a Private Client Banker to manage relationships for a select group of affluent clients and other customers in the Branch.

You will drive growth by using a proactive, education-based approach to offer appropriate banking solutions and build long-term client trust. You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with the right experts, and you will promote self-service options to

Qualifications

• Experience in branch banking or financial services with client acquisition.
• SIE exam, FINRA Series 6/7 and Life licenses required or must be completed within 180 days.
• Compliance with Dodd Frank/Truth in Lending Act.
• Ability to work branch hours, including weekends and some evenings.
• High school diploma or GED is required.

Responsibilities

• Share the value of Chase Private Client with eligible clients.
• Manage banking relationships using an advice-based approach to optimize products and services.
• Partner with Specialists to connect clients with experts for specialized needs.
• Facilitate self-service access to accounts 24/7 for client convenience.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

New client acquisition

Communication skills

Financial guidance

Education

High school diploma or GED

Tools

CRM systems

NMLS registration

Job description

JPMorgan Chase & Co. in Illinois seeks a Private Client Banker to manage relationships for a select group of affluent clients and other customers in the Branch.

You will drive growth by using a proactive, education-based approach to offer appropriate banking solutions and build long-term client trust. You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with the right experts, and you will promote self-service options to